HERITAGE INVESTORS MANAGEMENT CORP
Top Portfolio Positions
208 positions ·
$3,040,041,830 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,507 | $175,497,561 | 5.77% |
| AVGO |
Broadcom Inc.
Technology
|
509,263 | $157,621,991 | 5.18% |
| GOOGL |
Alphabet Inc.
Communication Services
|
388,502 | $111,717,635 | 3.67% |
| MSFT |
Microsoft Corp
Technology
|
294,296 | $108,939,550 | 3.58% |
| PANW |
Palo Alto Networks Inc
Technology
|
566,661 | $90,847,091 | 2.99% |
| NVDA |
Nvidia Corp
Technology
|
489,301 | $85,334,094 | 2.81% |
| CAT |
Caterpillar Inc
Industrials
|
116,396 | $82,461,910 | 2.71% |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
222,137 | $72,654,348 | 2.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
335,044 | $69,779,613 | 2.30% |
| MA |
Mastercard Inc
Financial Services
|
129,091 | $64,501,609 | 2.12% |
Holdings in MAR
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,654,348 | 222,137 | Shares | Sole | 2026-04-24 | |
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